Calculated values are used to aggregate data through arithmetic functions such as count, sum, minimum value, maximum value, average.
When creating a calculated value, you first need to determine what you want to calculate and how you want to calculate it so that data is presented in a way that meets your needs.
Once one or several calculated values have been created, they need to be added to the widget. They can be used in a filter; for table widgets they need to be added as a Column, for graphs, they can be added as the Values.
Available Calculated Values Types for Each Widget
Chart/Table | Indicator/Scatter Plot/Bulletin | |
Average | x | x |
Concatenate | x | x |
Count | x | x |
Cumulative count | x | |
Cumulative sum | x | |
Maximum | x | x |
Median | x | x |
Minimum | x | x |
Sum | x | x |
Note: calculated values are not available for Maps and Calendars Widget types.
Create a Calculated Value for Your Widget
You first need to define what your calculated value should be and the type of calculated value you want to make.
- Navigate to Widgets in Analytics
- Select and open the widget to which you want to create a calculated value.
- Click the Edit button in the upper right corner of the widget page.
- In the Settings section, scroll to Calculated Values.
- Click +Add Calculated Value.
- Select the type of calculated value you want to add to your widget from the Type the drop-down list.
Note that different types of values are available for calculation depending on the type of calculated value you selected.
- Average: Counts the average number of all entities
- Concatenate: Appends all the text values together, separated by commas in a single row
- Count: Counts the number of entities, each occurrence is counted once
- Cumulative count: Adds to the calculation the number of previous entities (includes the count of lines above).
- Cumulative sum: Adds to the calculation the sum of previous entities (includes the sum of lines above).
- Maximum: Identifies the highest number or the most recent date (only available for dates and
numbers fields). - Median: Identifies the middle point of a set of entities. Splits the sequence into two parts.
- Minimum: Identifies the lowest number or the oldest date (only available for dates and numbers fields).
- Sum: Counts the total numbers of all entities.
- Select the type of value you want to use for your Calculated Value from the Column drop-down list.
Based on the Type of calculated value you selected, different types of value will be available in Column. - You can rename the Calculated Value name as needed.
- You can then use the Calculated Value by adding it in your columns.
- Click the Save button.
Use a Calculated Value in Your Table Widget
After a calculated value has been created, it needs to be added to your table widget as a Column.
You can use calculated values in a filter or add them as Values for graphs.
- Navigate to Widgets in Analytics
- Select and open the widget to which you want to add a calculated value.
- Click the Edit button in the upper right corner of the widget page.
- In the Settings section, scroll to Calculated Values.
- Validate that the type of calculated value and the type of value are what you to add in your widget.
- Scroll to Columns in Properties.
- Click +Add column.
- Select the calculated value you want to add from the drop-down list.
Calculated values created for your widget should be at the top of the list. - Click the Save button.
Example of Calculated Value Usage
Here is an example of what could be done with data set in Borealis.
Widget type: Table
Subject: Expenses across several projects.
Project | Amount |
Project 1 | 1000 |
Project 1 | 2000 |
Project 1 | 3000 |
Project 1 | 5000 |
Project 2 | 2500 |
Project 2 | 10000 |
Borealis calculated value results are:
Filtered on Project 1 | Filtered on Project 2 | No filter | |
Average | 2750 | 6250 | 3916.67 |
Count | 4 | 2 | 6 |
Maximum | 5000 | 10000 | 10000 |
Median | 2500 | 6250 | 2750 |
Minimum | 1000 | 2500 | 1000 |
Sum | 11000 | 12500 | 23500 |